"Free" Trades Could Be Costing U.S. Investors Billions
Financial Wellness 04/12/2023

You've probably heard that the most powerful word a marketer can use is "free." After all, who of us can resist getting something for nothing? Sometimes free really does mean free, like the samples..

The Future of Social Security
Personal Planning 04/05/2023

Social Security has always stirred strong opinions. When it was first proposed during the Great Depression, there was vigorous debate about who would receive it, at what age, and how the program..

Lower Your Financial Stress
Financial Wellness 03/29/2023

Financial wellness can cause the unprepared anxiety. When things don’t go exactly as planned in life, and they sometimes don’t, you should allow yourself margin.In December of 2022, about 166..

How Your College-Bound Student Can Start Building Credit
Financial Wellness 03/22/2023

March is National Credit Education Month. It’s the perfect time to educate yourself on the importance of managing your debt and credit score. In simple terms, your credit score indicates to..

Should You Convert Your Traditional IRA Into a Roth?
Wealth Management 03/15/2023

In 1974, Congress passed the Employee Retirement Income Security Act (ERISA). One of its key components was the Individual Retirement Account, or IRA. The IRA was designed to protect workers by..

Taking a Wider Look at Market Performance
Wealth Management 03/08/2023

Oxford defines retrospect as a review of past events or period of time.1 At first glance, the 20222-market had what could only be described as bad days. In fact, in the first half of the year, there..

Don’t Stop Striving to Achieve New Habits After January Passes
Personal Planning 03/01/2023

New Year’s resolutions are thrown around like confetti at the stroke of midnight January 1st. It’s common to vow to continue good practices or change undesired ones in the new year. Most people work..

Economists Reflect on Lessons from a Chaotic Year
Financial Wellness 02/22/2023

When there is a major earthquake in a coastal region, geologists can predict several things. First, there will likely be aftershocks and second, the possibility of landslides, fires and even..

Plan Sponsors: Don’t Miss Upcoming Deadlines
Retirement Plan Sponsors 02/12/2023

As you know, the “Plan Sponsor is responsible for ensuring that its plan operates in compliance with the rules related to qualified plans.” 1 That, in turn, means, you are held accounting to the..